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Pool Office Manager

<h1 class="ho hp bs ar hq b hr hs ht hu hv hw hx hy hz ia ib" id="customer-service-report-email"><strong>Customer Service Report Email</strong></h1>
<p class="ho hp bs ar hq b hr hs ht hu hv hw hx hy hz ia ib" data-selectable-paragraph id="6f4e"><span class="wysiwyg-font-size-large" style="font-size: 18px;">Once a service report/ticket is completed, the emailed version the customer receives looks like this:&#xA0;</span></p>
<figure class="ic id ie if ig do ih y z paragraph-image">
<div class="ik n dg il">
<div class="im n"><span class="wysiwyg-font-size-large" style="font-size: 18px;"><img class="ir is el p q ek ab ei" height="496" src="https://miro.medium.com/max/700/1*jjecN-XUKWJEyur3p5QZ3w.png" width="700"></span></div>
</div>
</figure>
<p class="ho hp bs ar hq b hr hs ht hu hv hw hx hy hz ia ib" data-selectable-paragraph id="5662"><span class="wysiwyg-font-size-large" style="font-size: 18px;">Pictures are also included:</span></p>
<figure class="ic id ie if ig do ip y z paragraph-image">
<div class="ik n dg il">
<div class="iq n"><span class="wysiwyg-font-size-large" style="font-size: 18px;"><img class="ir is el p q ek ab ei" height="518" src="https://miro.medium.com/max/700/1*AWyT2uau3LM4aqq10_t3Ig.png" width="700"></span></div>
<div class="iq n">&#xA0;</div>
<div class="iq n">&#xA0;</div>
<h3 class="iq n" id="view-this-article-to-see-an-example-of-an-emailed-invoice-to-a-customer"><span class="wysiwyg-font-size-large" style="font-size: 18px;">View this article to see an <a href="/hc/en-us/articles/360032599094" target="_parent">example of an emailed invoice to a customer</a></span></h3>
<p>&#xA0;</p>
<h4 class="ho hp bs ar hq b hr hs ht hu hv hw hx hy hz ia ib" id="resources"><strong>Resources!</strong></h4>
<p class="ho hp bs ar hq b hr hs ht hu hv hw hx hy hz ia ib">Check out our website:&#xA0;<a href="https://poolofficemanager.com/" rel="noopener" target="_blank">https://poolofficemanager.com/&#xA0;</a></p>
<p class="ho hp bs ar hq b hr hs ht hu hv hw hx hy hz ia ib">Help number: 614-710-0074 ext 3</p>
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</figure>

Once a service report/ticket is completed, the emailed version the customer receives looks like this:. Pictures are also included:. Check out our website: https://poolofficemanager.com/. Help number: 614-710-0074 ext 3

Email Example — Customer Service Report

General

Customer Contact

Software Startup Guide

New Software Updates

Importing Existing Data into Pool Office Manager

QuickBooks Desktop — Data Import

QuickBooks Online — Data Import

Frequently Asked Questions (FAQs)

Support — Ongoing Resources/ Contact POM

Software Startup

Customer List and Profile

Customer Profile - Adding Pictures to a Customer Profile

Quotes — Creating and Sending a Quote

Quote — Customer Quote Email & Viewing the Quote in the Software

Tags — Creating and Applying Tags

Bulk Actions

Coordinates Longitude and Lattiude

Customer

Appointment — Creating & Sending an Appointment

Scheduler — View, Adjust and Optimize Routes

Schedule — Pool Technicians: Route Prep Features

Schedule — Calendar View of Appointments

Difference Between Types (Services) and Items (Products and Services)

How to Import Appointments to Google Calendar

Sales & Scheduling Tips with POM

Appointments & Scheduling

Multiple Body's of Water

Inventory Management

Inventory Management - Barcode

App — Install & Login to the POM App

Service Reports — Attaching Pictures to Service Reports

Service Report — Viewing & Sending a Service Report

Service Reports — Edit Past Completed Services

App - Uber opens when clicking an address

App - Troubleshooting

Service

QuickBooks Online Setup and Integration

QBO Invoicing Troubleshooting and Codes

Quickbooks Desktop — Converting Service Reports into Invoices with ZedAxis & Initial Setup

Quickbooks Desktop — Converting Service Reports to Invoices w/out Initial Setup

Quickbooks POS — Converting Service Reports into Invoices

Permission for ZedAxis to Use QuickBooks

ZedAxis — Crashing Error

Stripe and Recording Manual Payments

Billing with QuickBooks

POM and Stripe Invoicing

Stripe — Connecting Stripe and Pool Office Manager

Stripe — Accepting Payments & Sending Invoices

Stripe — Syncing with Quickbooks

Stripe — Refunding a Payment

Subscriptions — Create a Subscription Plan

Invoicing  — Apply a Recurring Subscription

Stripe — Creating an Invoice and Navigating the Billing Tab

Invoices — Company's Overall Invoices

Stripe Invoicing Integration

POM Core Reports - Mike's Pick

Activity & GPS

Custom Reports

Analytics and Report Guide

Clock In & Out - Track and Manage Employee Hours

Reports

Company — Company Info: Customize the Software with Company Details

Company — Custom Text: Customizing Emails Sent from your Company

Company — Visual Cues: Coordinating Colors for the Software's Different Features

Company — Upload Logo

Users — Edit & Create / Add Users

Users — Activate/ Deactivate/ Modify Users (Technician Who Can Access the Software)

Email Example — Customer Service ReportUpdated a year ago

Customer Service Report Email

View this article to see an example of an emailed invoice to a customer

Resources!